Investment Banking Specialist

1 month ago


Montreal, Quebec, Canada Scotiabank Full time
About the Investment & Personal Banking Specialist Role

As a key member of the Canadian Banking Branch network, you will play a crucial role in providing exceptional service to customers throughout their financial journey.

Key Responsibilities
  1. Deliver trusted financial advice and sales expertise to customers, ensuring their financial needs are met.
  2. Educate customers on relevant financial insights and expert advice, empowering them to make informed decisions.
  3. Create personalized financial plans, leveraging financial planning tool modules and select advice-based tools and resources.
  4. Collaborate with peers, customers, and partners to drive results and achieve business objectives.
  5. Build long-standing relationships with customers, providing a great client experience and growing their business.
Requirements
  1. Sales management experience and the ability to market Scotiabank's products and services.
  2. Strong relationship-building skills, with a focus on providing a great client experience and growing relationships with existing customers.
  3. A license to sell mutual funds and working towards the CIFP Diploma in Financial Planning (or Bank recognized equivalent).
What's in it for you?
  1. A competitive compensation and benefits package.
  2. The opportunity to make a lasting impact on customers and their financial well-being.
  3. An inclusive culture that values and recognizes employee contributions.
  4. The chance to work for an organization committed to making a difference in our communities.
  5. An assigned book of mid-affluent customers, with growth potential and opportunities to build on this book.
  6. Clear and transparent criteria for career progression.


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